Client Service Associate
vor 4 Wochen
Consistent growth of 30% per annumDiverse range of clientsMentoring by senior management
At Kelly+Partners, we operate with one clear mission: "to help our people, private business owners, and the communities we work in Be Better Off".
We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.
About Kelly+Partners Top 20 accounting firm in AustraliaCertified Great Place to Work 3 years runningWinner of the Australian Business Awards for Employer of Choice 2022Awarded one of Australia's Best Workplaces for Women 2023Established in 2006 and growing at over 30% per annumWhy Join Us? In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
Opportunity to have equity ownership in a Top 20 Accounting FirmDiverse range of clients to grow your skillsInterstate retreats and company eventsModern, bright workplaces with state-of-the-art technologyAwards and bonuses for top performersWFH and flexible work arrangementsCA and postgraduate study supportMonthly tax and SMSF trainingEmployee Assistance ProgramPaid Community Service LeaveThe Opportunity As a Client Service Associate (Operations) you will be the first point of contact for advisors/clients through face to face, phone or email channels.
The key focus here will be to provide exceptional customer service and operational excellence in the customer experience.
Position Responsibilities Investment Portfolio account maintenance and dataPreparing investment proposals and pitch packsExcel Spreadsheet maintenance and inputSet up new investment and bank accountsOffice administration and data entryDraft and email client communicationsKeeping minutes for Internal and external meetingsInbound and outbound calls; managing enquires from advisors and clientsMeeting / Diary Management for AdvisorsCompliance tasksAbout You Degree qualified in relevant field (Commerce, Economics, Business, Data)Working knowledge of Microsoft Office (Outlook, Excel, Word, PowerPoint)Some work experience, ideally in wealth management or financial services.Self-starter and motivatedAttention to detail and great communication skills
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